Home About FHPC Current Projects Podcast/Videos Testimonial
INTRO ZOOM

How I Partner With

Financial Advisor Organizations To Coach, Train, & Mentor New Advisors

Take The Guesswork and Risk Out of Developing Your Team, Next Generation, or 2nd Chair Financial Advisors

 

For several years, many of my personal coaching clients have asked me to develop a program that allows their adult children and new advisors to compress time and take years off their development.

 At first, I resisted because I did not want to create another program that was one among many other new advisor programs. After researching what was out there, I saw a massive gap in how our profession trains and develops new talent. In many cases, it has not changed for decades. 

Fast-forward to 2022, when I launched a beta program comprising advisors from my personal client teams. For the last 24 months, we have honed the program to the point that it provides massive value for the participants.

 
   The Magellan Elevate Program focuses on three tracks:
  1. Personal/Mindset Development ( Resiliency - Overcoming Rejection & Failure - Increasing Confidence)
  2. Habits/Rituals (Morning Success Ritual - Daily Game Plan - Tracking KPI's)
  3. Skill Development (Sales & Influence Training - Referral Training - Client Optimization)
 
   How the Program Works:
  • All potential participants must complete a detailed online application and then be interviewed by me.
  • If accepted, they will join the program and have their personal coaching/training track developed by me.
  • Your participant will have their own personal accountability/integration coach to ensure your advisors complete the training and stay on track.  Your advisor will meet privately each month via Zoom and have weekly check-ins.
  • Your participant will complete an in-depth behavioral analysis that will give you powerful insights into how to lead, coach, and manage your advisor. A certified specialist will then give you a private debrief.  
    Here is the program framework your advisor will participate in:
  • Daily video coaching created by me
  • 24/7/365 access to Coach Joe AI, our AI coaching clone
  • Membership in our Elite Coaching Program
  • A dedicated monthly group mentoring session led by me
  • Access to be coached directly by me via several coaching livestreams

 

    Your advisor will complete the following masterclass series:
  • Your 12 Core Values of Success
  • Advisor Success Benchmarks
  • The Mindset of a Successful Financial Advisor
  • Sunrise Goal Setting Workshop
  • Creating Your Morning Success Ritual - Magellan Power Hour
  • How to Drive Referrals From Clients
  • How to Develop Business From Your Warm Market
  • How to Optimize Your Client Review Process
  • Get The Yes 2.0 Masterclass (How to Influence & Persuade Clients to Take Action)
     
     
    Program Outcomes:
    The program aims to mold your advisors into the best possible versions of themselves personally and professionally. In a compressed timeline, your advisor will have enhanced confidence, competence, and capabilities, resulting in a strong ROI for your firm. It would only take a few referrals each year for this program to pay for itself.
     
    Investment & Timeline:
    The monthly investment for a seat in the program is only $750. Our curriculum runs for 12 months. Your agreement is month-to-month to protect you in case of any unforeseen circumstances. About 2/3rds of our participants have stayed in the program a second year to further their progress and mastery.   
     
    Next Steps: 

    Complete the short form below. You will be contacted via email to schedule a confidential Zoom with Coach Joe Lukacs to discuss your advisor's potential participation in our Elevate program. 

     

Let's Chat

Complete the short form below. You and Coach Joe will be scheduled to discuss making your new advisors the best they can be.